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WFG Advisors’s Direxion Daily Mid Cap Bull 3X ETF MIDU Stock Holding History

WFG Advisors’s Portfolio MIDU Stock Details MIDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-1,920
Closed -$31K – 2137
2013
Q4 		$31K Sell
1,920
-260
-12% -$3.84K ﹤0.01% 1161
2013
Q3 		$29K Sell
2,180
-1,200
-36% -$15.2K ﹤0.01% 1118
2013
Q2 		$37K Buy
+3,380
New +$37.3K 0.01% 999

Other funds holding MIDU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
KC
Kingfisher Capital Charlotte, North Carolina $437M AUM 41.72% 1-Year Est. Return
PSW
Portfolio Strategies (Washington) Tacoma, Washington $50.1M AUM 11.94% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
AC
AFAM Capital Austin, Texas $718M AUM 12.09% 1-Year Est. Return

WFG Advisors's MIDU Position: Q1 2014 in Review

WFG Advisors sold out of Direxion Daily Mid Cap Bull 3X ETF (MIDU) in Q1 2014, closing a stake of 1,920 shares — an estimated $31K sold.

WFG Advisors first reported a position in MIDU in Q2 2013 and held it in 3 quarters. The position peaked at $37K in Q2 2013. 19 funds tracked by Wall St. Rank hold MIDU as of Q1 2014.

  • WFG Advisors reported no remaining Direxion Daily Mid Cap Bull 3X ETF position as of Q1 2014 after selling out during the quarter.
  • WFG Advisors sold 1,920 Direxion Daily Mid Cap Bull 3X ETF shares in Q1 2014, an estimated $31K.
  • WFG Advisors first reported a position in Direxion Daily Mid Cap Bull 3X ETF in Q2 2013 and held it in 3 quarters.
  • WFG Advisors's Direxion Daily Mid Cap Bull 3X ETF position peaked at $37K in Q2 2013.
  • 19 funds tracked by Wall St. Rank held Direxion Daily Mid Cap Bull 3X ETF as of Q1 2014.

Based on WFG Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.